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Back in January, I posted about the SalesLogix picklist data structure, and outlined how to use the data found in the picklist table to populate other controls such as comboboxes and listboxes. You can find that article here .) If you are performing customizations to version 7.2 or later of SalesLogx...

Prior to version 7, there was limited access to those activity and history areas in SalesLogix. In a recent project, I had to perform a series of tasks upon completing an activity with a particular Type/Category/Result combination. This had to be done in a 6.2.1 system. In order to do this, I had to...

From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix. The first thing we need to do is to loop through all open forms, checking for the desired form. For this...

When performing lengthy updates in the SalesLogix client, it's a good idea to provide the user with some degree of feedback so that it doesn't appear as though SalesLogix has locked up. The Progress Bar control, can be used for this purpose: Progress Bar The main properties in this control you...

The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing. The Snapshot is simply a browser control, displaying HTML which is being generated by a method on the Opportunity detail screen. You can see the HTML code...

In my last Main Views article, I created the detail view as well as the mainview. For this next part, I'll go through creating an insert view, as well as toolbar and menu items for the new SLXProject entity. Creating the Insert View: The insert view for this new area will be created as a manage view...

The SplitterPanel control in SalesLogix gives you the ability to partition a view into sections, and gives you the ability to resize the panels at run-time by dragging the splitter line on the control. For this example, I've created a simple contacts view at the account level which contains a grid...

I recently had a project where I had to configure an account-level datagrid which displayed a list of related opportunities. Aside from standard opportunity level fields, I also needed to include a simple count of products for each opportunity. In order to include the product count, I used a relatively...